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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,815 | $64,719-46.2% | $112,249-69.0% | $68,486-49.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -12.80% | -11.40%-1.4pp | 27.48%-40.3pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,284 | $2,747+56.0% | $3,636+17.8% | $2,597+65.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $543 | $5,232-89.6% | $6,412-91.5% | $5,404-89.9% |